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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
2526
Seven Springs Wealth Group
Tennessee
$2.41M +$2.11M +32,812 New
FAN
2527
Financial Advisors Network
California
$2.4M -$64.8K -1,008 -3%
RCM
2528
Requisite Capital Management
Texas
$2.4M +$155K +2,404 +8%
BMM
2529
Buffington Mohr McNeal
Idaho
$2.4M -$14.7K -228 -0.7%
CWM
2530
Concentric Wealth Management
California
$2.39M +$107K +1,668 +5%
RCA
2531
Ranch Capital Advisors
Florida
$2.39M -$24.7K -384 -1%
PFA
2532
Plotkin Financial Advisors
Maryland
$2.38M +$2.09M +32,448 New
EIG
2533
Ellenbecker Investment Group
Wisconsin
$2.38M +$90.1K +1,400 +5%
DF
2534
Donoghue Forlines
Massachusetts
$2.38M +$2.08M +32,400 New
CHA
2535
Cooper/Haims Advisors
New York
$2.38M +$2.08M +32,368 New
CP
2536
Covenant Partners
Tennessee
$2.38M – – –
GCM
2537
Glynn Capital Management
California
$2.37M – – –
TWA
2538
Tillar-Wenstrup Advisors
Ohio
$2.37M -$201K -3,120 -9%
PWM
2539
PRW Wealth Management
Massachusetts
$2.36M -$11.8K -184 -0.6%
RB
2540
Rodgers Brothers
Pennsylvania
$2.36M -$68.2K -1,060 -3%
ACM
2541
Ategra Capital Management
Virginia
$2.35M +$3.09K +48 +0.2%
UIA
2542
UBP Investment Advisors
Switzerland
$2.35M -$55.3K -860 -3%
LWM
2543
Lionsbridge Wealth Management
Florida
$2.35M +$2.03M +31,592 New
MC
2544
Miles Capital
Iowa
$2.34M -$268K -4,160 -12%
OIWM
2545
OptiFour Integrated Wealth Management
Virginia
$2.34M -$113K -1,760 -5%
WCM
2546
Windsor Capital Management
Arizona
$2.34M -$193K -3,004 -9%
AIFAIM
2547
American Institute for Advanced Investment Management
Arizona
$2.34M +$2.05M +31,872 New
PRS
2548
Pinkerton Retirement Specialists
Idaho
$2.34M -$34K -528 -2%
APTFM
2549
AGUR Provident & Training Funds Management
Israel
$2.33M -$535K -8,320 -21%
BWA
2550
Beam Wealth Advisors
Louisiana
$2.33M +$2.04M +31,724 New
100 101
102
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